For families of all types and wealth levels, estate and trust planning is necessary to ensure that the assets you have spent a lifetime carefully compiling and managing is transferred to your intended beneficiaries with the least amount of tax impact possible.
No matter your current stage of life, be it the beginning of your professional career and the onset of wealth building accumulation, or if you have already entered your retirement years, the implementation of proper estate planning and business succession strategies can provide numerous safeguards for your family.
No matter your current stage of life, be it the beginning of your professional career and the onset of wealth building accumulation, or if you have already entered your retirement years, the implementation of proper estate planning and business succession strategies can provide numerous safeguards for your family.
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Estate plans and trusts are the basic tools used to safeguard your family and your businesses. With ever-changing gift and tax laws, a consultation with our highly-experienced estate planning attorneys will ensure that your estate plan conforms with Texas and Federal laws, while providing your estate with maximum tax minimization advantages.
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Julie Odum
May 20, 2021
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